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Old 12-01-2023, 04:53 PM
CoachKandSportsguy CoachKandSportsguy is offline
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Default IRMAA, anyone successfully appeal their IRMAA increase

IRMAA:

Anyone successfully appeal their IRMAA amount for exhausting their IRA income source?

I am going to appeal my mom's IRMAA calc due to her IRA being exhausted,
and therefore her income will drop from SS + IRA income of $100K+ per year for the last two years to just SS. She is 97, and her IRA did last until I used it up in the last 3 years to pay for dementia care.

Just curious. . .

Thanks in advance. .